Skip to Content

Experience

I enjoy working with high-net-worth individuals and families to develop and maintain a holistic financial plan. Many of my clients are business owners, executives, and retirees who have spent most of their lives building their wealth, and I consider it a privilege to help them secure it and plan for the future. I specialize in portfolio construction, strategic planning, tax optimization, and estate planning, as well as developing comprehensive intergenerational wealth management strategies.

My clients appreciate that I develop a relationship with them to understand their family dynamics. When I understand their personal needs, it makes it easier to shape a plan for them. It’s in my nature to help and solve problems. If there’s a concern with the family balance sheet or an investment portfolio, I’m always happy to get involved or act as a sounding board for any ideas or questions that clients have.

I received a B.A. in economics from the University of Michigan.

I spend most of my free time with my wife and two young kids. We like to be outdoors and travel whenever possible. I also enjoy running, stand-up paddle boarding, and snowboarding.

I hiked the Inca Trail to Machu Picchu with my pregnant wife. We didn't plan to go with the extra traveler, but it worked out well in the end. And we have a great story to tell our daughter.

You might also like…

Five tips to manage your individual taxes before the end of 2019
James Minutolo
Article October 18, 2019 6 min read
Factory activity slowed in September
Jim Baird Wealth Management
Blog October 17, 2019 1 min read
Stay the course: The importance of creating and honoring investment guidelines
Mark Dixon Wealth Management
Article October 15, 2019 4 min read
Consumers shrug off impeachment, negative economic data
Jim Baird Wealth Management
Blog October 11, 2019 1 min read